Bartlett & Co Wealth Management’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $87.8K | Buy |
11,404
+109
| +1% | +$914 | ﹤0.01% | 648 |
|
|
2026
Q1 | $104K | Buy |
11,295
+125
| +1% | +$1.18K | ﹤0.01% | 564 |
|
|
2025
Q4 | $104K | Hold |
11,170
| – | – | ﹤0.01% | 554 |
|
|
2025
Q3 | $89.2K | Hold |
11,170
| – | – | ﹤0.01% | 579 |
|
|
2025
Q2 | $94.1K | Hold |
11,170
| – | – | ﹤0.01% | 557 |
|
|
2025
Q1 | $118K | Hold |
11,170
| – | – | ﹤0.01% | 519 |
|
|
2024
Q4 | $118K | Hold |
11,170
| – | – | ﹤0.01% | 517 |
|
|
2024
Q3 | $133K | Hold |
11,170
| – | – | ﹤0.01% | 502 |
|
|
2024
Q2 | $136K | Hold |
11,170
| – | – | ﹤0.01% | 489 |
|
|
2024
Q1 | $156K | Sell |
11,170
-470
| -4% | -$6.05K | ﹤0.01% | 490 |
|
|
2023
Q4 | $142K | Hold |
11,640
| – | – | ﹤0.01% | 525 |
|
|
2023
Q3 | $153K | Hold |
11,640
| – | – | ﹤0.01% | 482 |
|
|
2023
Q2 | $137K | Sell |
11,640
-4,430
| -28% | -$51K | ﹤0.01% | 505 |
|
|
2023
Q1 | $179K | Sell |
16,070
-360
| -2% | -$4.69K | ﹤0.01% | 391 |
|
|
2022
Q4 | $226K | Sell |
16,430
-570
| -3% | -$7.87K | ﹤0.01% | 368 |
|
|
2022
Q3 | $230K | Sell |
17,000
-4,500
| -21% | -$70.5K | ﹤0.01% | 355 |
|
|
2022
Q2 | $354K | Hold |
21,500
| – | – | 0.01% | 306 |
|
|
2022
Q1 | $354K | Sell |
21,500
-1,500
| -7% | -$27.7K | 0.01% | 331 |
|
|
2021
Q4 | $410K | Hold |
23,000
| – | – | 0.01% | 318 |
|
|
2021
Q3 | $465K | Hold |
23,000
| – | – | 0.01% | 265 |
|
|
2021
Q2 | $528K | Hold |
23,000
| – | – | 0.01% | 254 |
|
|
2021
Q1 | $567K | Sell |
23,000
-339
| -1% | -$7.98K | 0.01% | 248 |
|
|
2020
Q4 | $512K | Hold |
23,339
| – | – | 0.01% | 255 |
|
|
2020
Q3 | $500K | Sell |
23,339
-2,450
| -10% | -$55.6K | 0.01% | 241 |
|
|
2020
Q2 | $558K | Hold |
25,789
| – | – | 0.01% | 230 |
|
|
2020
Q1 | $468K | Sell |
25,789
-4,386
| -15% | -$108K | 0.01% | 238 |
|
|
2019
Q4 | $808K | Sell |
30,175
-300
| -1% | -$7.78K | 0.02% | 222 |
|
|
2019
Q3 | $706K | Buy |
30,475
+28,525
| +1,463% | +$616K | 0.02% | 225 |
|
|
2019
Q2 | $38.8K | Sell |
1,950
-750
| -28% | -$14.6K | ﹤0.01% | 470 |
|
|
2019
Q1 | $49.9K | Sell |
2,700
-10,700
| -80% | -$192K | ﹤0.01% | 420 |
|
|
2018
Q4 | $229K | Sell |
13,400
-200
| -1% | -$3.64K | 0.01% | 241 |
|
|
2018
Q3 | $259K | Sell |
13,600
-1,700
| -11% | -$33K | 0.01% | 239 |
|
|
2018
Q2 | $311K | Hold |
15,300
| – | – | 0.01% | 222 |
|
|
2018
Q1 | $294K | Buy |
+15,300
| New | +$307K | 0.01% | 223 |
|
Other funds holding WU
Bartlett & Co Wealth Management's WU Position: Q2 2026 in Review
Bartlett & Co Wealth Management increased its Western Union (WU) stake by 0.97% in Q2 2026, buying an estimated $914 and bringing the position to 11,404 shares worth $87.8K. The position accounts for ﹤0.01% of the portfolio, ranked #648.
Bartlett & Co Wealth Management first reported a position in WU in Q1 2018 and has held it in 34 quarters since. The position peaked at $808K in Q4 2019. 481 funds tracked by Wall St. Rank hold WU as of Q2 2026.
- Bartlett & Co Wealth Management held 11,404 shares of Western Union worth $87.8K as of Q2 2026.
- Bartlett & Co Wealth Management bought 109 Western Union shares in Q2 2026, an estimated $914.
- Western Union made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #648 holding.
- Bartlett & Co Wealth Management first reported a position in Western Union in Q1 2018 and has held it in 34 quarters since.
- Bartlett & Co Wealth Management's Western Union position peaked at $808K in Q4 2019.
- 481 funds tracked by Wall St. Rank held Western Union as of Q2 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.